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Sales Analytics

analytics

The Sales Analytics screen provides a centralized and comprehensive overview of sales performance within the system. It is designed to present key business metrics, visual summaries, and actionable insights that support monitoring, analysis, and decision-making for sales operations.

Analytics Summary Cards​

At the top of the Analytics screen, summary cards display high-level sales indicators: By default, the Analytics screen displays data for the most recent six (6) months. Users can modify this period using the filter button to view analytics metrics, charts, and reports for a specific month range as required.

  • Total Orders: Calculated as the total number of sales orders created within the selected date range, regardless of order status.

  • Total Sales: Derived from the number of sales orders that have been approved and completed within the selected period.

  • Total Amount: Computed as the sum of the monetary values of all sales orders within the selected date range.

  • Draft Amount: Calculated as the sum of the values of sales orders that are currently in Draft status within the selected period.

  • Approved Amount: Calculated as the sum of the values of sales orders that are in Approved status within the selected period.

  • Rejections: Counted as the total number of sales orders marked as Rejected within the selected date range.

Visual Analytics​

Three main charts provide visual representation of the data:

1. Monthly Sales​

monthly

The Monthly Sales bar chart defaults to the past 6 months, showing sales per month (X-axis: months; Y-axis: BDT amount). It updates via the Filter for custom ranges.

2. Order Status​

oder

A donut chart providing a percentage breakdown of orders by their status:

  • Approved: Orders successfully processed.
  • Draft: Orders pending finalization.
  • Rejected: Orders that were cancelled or did not meet criteria. This chart displays the percentage ratio of all sales orders by their current status within the selected date range. It provides a clear view of the order status distribution and automatically updates when the date range is changed using the Filter button.

3. Market Analysis​

market analysis

The Market Price History line chart displays commodity price fluctuations over time. The X-axis represents the timeline (days or months), and the Y-axis shows the price in BDT, with the line illustrating the market’s peaks and troughs to support informed procurement and sales decisions.

Orders Tab​

orders tab

Contains lists of orders categorized by their timeliness:

  • Latest Orders: Track recent transactions, status (Draft/Approved), and total amounts.

    • Columns: Order No, Client, Status (e.g., Approved, Draft), Amount.

  • Overdue Orders: Identify orders that have missed their scheduled delivery dates for immediate action.

    • Columns: Order No, Client, Delivery Date, Status, Amount.

Clients & Audit Tab​

clients audit

Focuses on customer data and system activities:

  • Top Client List: Rankings of clients based on their total purchase volume/contribution.
  • Recent Audit Trail: A chronological log of system actions associated with sales.
    • Details: Action taken (e.g., SalesOrder Updated), User responsible, and Timestamp.

Interactive Features​

  • Filter: A button located at the top right allows users to refine the data displayed based on specific criteria.
  • Search: Each list/table includes a search bar for quickly finding specific orders or clients.
  • View Customization: Tables offer settings to adjust column visibility and row density.